Solved

Saving infopath form to be continued later

Posted on 2014-04-16
2
440 Views
Last Modified: 2014-05-01
I am teaching myself how to use Infopath 2010, Sharepoint 2013, and SPD13, to create a time sheet form to be filled out.  I have hit two walls.  Any help is appreciated!

Is there a way for multiple users to begin filling out a form, save the form, open it at a different time but from the same provided link to the form (with the information that was entered previously), and then submit the form when it is finished?  I have designed a biweekly time sheet and I need the users to be able to fill in each day at the end of each day and submit the form for approval at the end of the pay period.

Second question: I have several XML data connections set up on the form to populate a few different fields.  One XML file (which is still being created) needs to be able to populate three fields (employee name, ID#, and Department where they work).  We want this information to be populated upon logging in to fill out the form.  The user would enter their NT credentials and when the form opens it would be filled out with name, ID, and department(s).  How do I set this up?  Or would it be better to set it up from inside the form--the user opens a blank form, enters their ID number, the form refreshes and fills out the name and department.

If this doesn't all make sense, please let me know and I will do my best to explain myself!  I don't have quite all of the lingo down yet as I am still learning.
0
Comment
Question by:reedcp
  • 2
2 Comments
 
LVL 28

Accepted Solution

by:
clayfox earned 500 total points
ID: 40005334
To identify users
create a receive connection to a sharepoint library
navigate to your main SP site
in the list will be the User Information List
This has all of your AD and SP information.

Typically I just use the username function to look up the user opening the form and get their department, etc.  You also could give users the ability to query for themselves if they are using a non-windows device or one with a non-domain account.

Another good practice is as soon as a new form is completed the basics, have a field in the main data that is Form_Name.  Typically a concatenation of an ID, the user, date, time, whatever as long as it is unique.  Set the Form_Name field with this value. When creating the submit connection use this field as the name of the xml file.  Make sure to check allow overwrites and I often would turn on versioning in the library.
Also when emailing or sending out links concatenate the site library with this Form_Name to be the hyperlink.  

Submit the form as often as you like and it will always have the same name for its whole lifespan.

Another good practice is to have a field Form_Status.  This way you can programmatically know how to handle a form that is opened and hide or whatever the workflow is.  So the default value is new and on submit or any other logic can look at the form state to know what to do.
0
 
LVL 28

Expert Comment

by:clayfox
ID: 40005341
You can also use that user information to tell when a form is submitted and it is being viewed by someone in HR or Payroll, that they get a summary view or whatever. Or that people cannot edit it once it is in payroll approved status or whatever.
0

Featured Post

Comprehensive Backup Solutions for Microsoft

Acronis protects the complete Microsoft technology stack: Windows Server, Windows PC, laptop and Surface data; Microsoft business applications; Microsoft Hyper-V; Azure VMs; Microsoft Windows Server 2016; Microsoft Exchange 2016 and SQL Server 2016.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

The Scenario: Let’s say you have a quote worksheet in Excel that you use to work up sales figures and such for your clients. You utilize SharePoint to manage and keep track of these documents. You would like values from your worksheet to populate Sh…
Summary In SharePoint 2010 it is easy to create custom color themes to jazz up a site. Theme colors can also be created in PowerPoint 2010 with a few clicks. But how do the chosen colors actually look in the SharePoint site? The attached PowerPoint…
Migrating to Microsoft Office 365 is becoming increasingly popular for organizations both large and small. If you have made the leap to Microsoft’s cloud platform, you know that you will need to create a corporate email signature for your Office 365…
With the power of JIRA, there's an unlimited number of ways you can customize it, use it and benefit from it. With that in mind, there's bound to be things that I wasn't able to cover in this course. With this summary we'll look at some places to go…

867 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

19 Experts available now in Live!

Get 1:1 Help Now